Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160 | $109,908-99.9% | $97,161-99.8% | $145,978-99.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -38.70% | 243.80%-282.5pp | 75.36%-114.1pp | 550.52%-589.2pp |
| Employer contribution / active EE | $930 | $3,077-69.8% | $2,723-65.9% | $4,662-80.1% |
| Participant deferral / active EE | $3,721 | $4,679-20.5% | $4,265-12.8% | $6,690-44.4% |
| Admin fee / account holder | $26,457 | $6,213+325.9% | $5,647+368.5% | $13,400+97.4% |